See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $19,302 |
LANE & WATERMAN1+ years Service code 29 · EIN 42-0642243 | Legal | $10,600 |
MOORHEAD PATTERSON & COMPANY PC1+ years Filed as: MOORHEAD, PETTERSON & COMPANY, P.C. Service code 10 · EIN 42-1092253 | Accounting | $5,438 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE MATRIX Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $3,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,726 | $50,464-23.3% | $75,781-48.9% | $52,331-26.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.69% | 1.03%-0.3pp | 9.68%-9.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,976 | $1,988+49.7% | $3,323-10.5% | $1,882+58.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $304 | $1,103-72.4% | $5,299-94.3% | $592-48.6% |